Civic Intelligence

William a Gregory Jr Foundation Inc.

990PF • Fiscal year 2020 • EIN 59-3607455

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
3225 S Macdill Ave 129Tampa, FL 33629

(813) 760-2792

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,571,818

Up $281,017 (+6.5%) from 2019

Net Assets

Up

$4,571,818

Up $281,017 (+6.5%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$346,261

Up $127,261 (+58%) from 2019

Expenses

Down

$65,244

Down $387,642 (-86%) from 2019

Net Income

Up

$281,017

Up $514,903 (+220%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,005,562Liabilities 2011: $0Net Assets 2011: $3,005,5622011Assets 2012: $2,832,238Liabilities 2012: $0Net Assets 2012: $2,832,2382012Assets 2013: $2,820,167Liabilities 2013: $1Net Assets 2013: $2,820,1672013Assets 2014: $2,980,691Liabilities 2014: $1Net Assets 2014: $2,980,6912014Assets 2015: $2,694,284Liabilities 2015: $1Net Assets 2015: $2,694,2842015Assets 2016: $2,575,506Liabilities 2016: $0Net Assets 2016: $2,575,5062016Assets 2017: $2,619,903Liabilities 2017: $0Net Assets 2017: $2,619,9032017Assets 2018: $4,524,687Liabilities 2018: $0Net Assets 2018: $4,524,6872018Assets 2019: $4,290,801Liabilities 2019: $1Net Assets 2019: $4,290,8012019Assets 2020: $4,571,818Liabilities 2020: $1Net Assets 2020: $4,571,8182020Assets 2021: $4,952,334Liabilities 2021: $1Net Assets 2021: $4,952,3342021Assets 2022: $5,179,875Liabilities 2022: $1Net Assets 2022: $5,179,8752022Assets 2023: $5,397,734Liabilities 2023: $0Net Assets 2023: $5,397,7342023Assets 2024: $5,562,618Liabilities 2024: $0Net Assets 2024: $5,562,6182024

Highlighted filing

2020

Assets$4,571,818
Liabilities$1
Net Assets$4,571,818
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $225,0422011Expenses 2012: $280,1012012Revenue 2013: $279,876Expenses 2013: $291,947Net Income 2013: -$12,0712013Revenue 2014: $333,665Expenses 2014: $173,141Net Income 2014: $160,5242014Revenue 2015: $210,090Expenses 2015: $496,497Net Income 2015: -$286,4072015Revenue 2016: $139,481Expenses 2016: $258,259Net Income 2016: -$118,7782016Revenue 2017: $311,076Expenses 2017: $266,679Net Income 2017: $44,3972017Revenue 2018: $1,962,972Expenses 2018: $58,188Net Income 2018: $1,904,7842018Revenue 2019: $219,000Expenses 2019: $452,886Net Income 2019: -$233,8862019Revenue 2020: $346,261Expenses 2020: $65,244Net Income 2020: $281,0172020Revenue 2021: $716,470Expenses 2021: $335,954Net Income 2021: $380,5162021Revenue 2022: $471,988Expenses 2022: $244,447Net Income 2022: $227,5412022Revenue 2023: $467,588Expenses 2023: $249,729Net Income 2023: $217,8592023Revenue 2024: $698,188Expenses 2024: $533,304Net Income 2024: $164,8842024

Highlighted filing

2020

Revenue$346,261
Expenses$65,244
Net Income$281,017
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI B MCCREEDirector-$0--
KAREN F MILLSDirector-$0--
CHRISTOPHER H TAYLORDirector-$0--
Filing and Contact Details

Filer

Filer Name
William a Gregory Jr Foundation Inc
EIN
59-3607455
Phone
8137602792
Address
3225 S MACDILL AVE 129, TAMPA, FL 33629

Signing Officer

Name
Christopher H Taylor
Title
Director
Phone
8137602792
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Frscpa Pllc
Address
1301 66TH ST N, SAINT PETERSBURG, FL 33710-5501
Preparer
Paul E Horowitz
Phone
7273471120
Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0320557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0300216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0107122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128029
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0300216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0300216
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020341
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUAL REPORT FEE CREDITS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RETURN OF CAPITAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0122
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt061051
TaxesSchedule/TaxesDetail/Amt02032
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02032
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER H TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08137602792
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A GREGORY JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0593607455
ReturnHeader/Filer/PhoneNum08137602792
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 S MACDILL AVE 129
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592482214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRSCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 66TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337105501
ReturnHeader/PreparerPersonGrp/PhoneNum07273471120
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL E HOROWITZ
ReturnHeader/ReturnTs02021-05-10T11:11:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,571,818
Liabilities
$1
Net assets
$4,571,818
Revenue
$346,261
Expenses
$65,244
Net income
$281,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.70$0.53$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.47$0.25$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.47$0.24$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.72$0.34$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.35$0.07$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.22$0.45$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.96$0.06$1.90
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.31$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.14$0.26$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.50$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.33$0.17$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.28$0.29$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.23